Institutional Ownership Ishares Msci Acwi ETF (ACWI)
This table provides information about the institutional ownership of Ishares Msci Acwi ETF (ACWI). We have compiled data on the 733 institutions that hold shares in the stock, with a total of 88.9 Million shares, which have been reported (via 13F filing form) to have a value of $10.6 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
19,752
shares
|
$2.36 Million
0.41% of portfolio
|
Q3 2023
Reduced 13.47%
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Aug 12, 2024 Q2 2024 |
19,332
shares
|
$2.31 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
Mai Capital Management
|
Aug 12, 2024 Q2 2024 |
19,096
shares
|
$2.28 Million
0.02% of portfolio
|
Q2 2024
Reduced 5.61%
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 25, 2024 Q2 2024 |
18,980
shares
|
$2.27 Million
0.41% of portfolio
|
Q1 2024
Reduced 0.91%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
18,976
shares
|
$2.27 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.15%
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Sep 09, 2024 Q2 2024 |
18,777
shares
|
$2.24 Million
0.13% of portfolio
|
Q2 2024
Reduced 1.17%
|
|
Ckw Financial Group
|
Aug 14, 2024 Q2 2024 |
18,766
shares
|
$2.24 Million
0.27% of portfolio
|
Q2 2024
Reduced 1.83%
|
|
Axiom Advisory, LLC
San Diego, CA |
Aug 13, 2024 Q2 2024 |
18,649
shares
|
$2.23 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
Avidian Wealth Solutions, LLC
|
Aug 06, 2024 Q2 2024 |
18,212
shares
|
$2.18 Million
0.09% of portfolio
|
Q2 2024
Added 2.59%
|
|
Financial Services Advisory Inc
|
Jul 30, 2024 Q2 2024 |
17,759
shares
|
$2.12 Million
0.55% of portfolio
|
Q2 2024
New holding
|
|
Wolf Group Capital Advisors
|
Jul 30, 2024 Q2 2024 |
17,715
shares
|
$2.12 Million
0.8% of portfolio
|
Q2 2024
Reduced 25.75%
|
|
Schroder Investment Management Group
London, X0 |
Aug 12, 2024 Q2 2024 |
17,505
shares
|
$2.09 Million
0.0% of portfolio
|
Q2 2024
Reduced 8.4%
|
|
All Season Financial Advisors, Inc.
|
Jul 23, 2024 Q2 2024 |
17,473
shares
|
$2.09 Million
1.81% of portfolio
|
Q2 2024
Added 41.45%
|
|
John W. Brooker & Co., Cp As
|
Jul 11, 2024 Q2 2024 |
17,469
shares
|
$2.09 Million
1.07% of portfolio
|
Q2 2024
Reduced 3.4%
|
|
Mayo Clinic
Rochester, MN |
Aug 12, 2024 Q2 2024 |
17,359
shares
|
$2.08 Million
68.19% of portfolio
|
Q1 2024
Reduced 84.74%
|
|
Catalyst Private Wealth, LLC
|
Jul 24, 2024 Q2 2024 |
17,140
shares
|
$2.05 Million
1.33% of portfolio
|
Q2 2024
Reduced 17.69%
|
|
Pictet North America Advisors Sa
|
Jul 25, 2024 Q2 2024 |
16,595
shares
|
$1.98 Million
0.2% of portfolio
|
Q3 2023
Added 18.58%
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2024 Q2 2024 |
16,547
shares
|
$1.98 Million
0.34% of portfolio
|
Q2 2024
New holding
|
|
Amg National Trust Bank
|
Jul 25, 2024 Q2 2024 |
16,442
shares
|
$1.97 Million
0.05% of portfolio
|
Q2 2024
Added 4.97%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 26, 2024 Q2 2024 |
16,315
shares
|
$1.95 Million
0.13% of portfolio
|
Q2 2024
Reduced 4.48%
|
|
Planning Capital Management Corp
Paoli, PA |
Aug 12, 2024 Q2 2024 |
16,256
shares
|
$1.94 Million
1.29% of portfolio
|
Q2 2024
Reduced 7.07%
|
|
Roth Financial Partners LLC
|
Jul 03, 2024 Q2 2024 |
16,108
shares
|
$1.93 Million
0.78% of portfolio
|
Q4 2023
Reduced 11.73%
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
15,910
shares
|
$1.9 Million
0.15% of portfolio
|
Q3 2021
Reduced 5.94%
|
|
Midwest Heritage Bank, Fsb
|
Jul 17, 2024 Q2 2024 |
15,817
shares
|
$1.89 Million
0.9% of portfolio
|
Q2 2024
Added 8.68%
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
15,339
shares
|
$1.83 Million
0.19% of portfolio
|
Q2 2024
Reduced 0.83%
|